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Thanks so much for the information and cautionary points, I appreciate the paranoia with the level of identity theft these days!   A couple of things help, I should have said first that during the phone call with their Litigation and Recovery supervisor, she asked only for the last four of my SSN and then my birth year.  There is someone's SSN and DOB on the loan, and seems my name and address on it (that's how I got the 1099 in the mail).  Full birth dates are pretty easy to find in public records with a name and address if she wanted it, but anyway what I gave her (last 4 and birth year) are the critical pieces of info, enough to establish that the account belonging to whomever took out the loan and then defaulted is not the person (me) who they sent the 1099 to.   This is why I suspect someone has hijacked my identity for the loan with at least my name and address, thus they sent the 1099. Pretty shoddy loan validation if you ask me.  I'm able to surmise based on the company's name and "Equipment" in the Debt Description box on the 1099 that the loan is probably related to farm equipment, and bankruptcy was declared in March 2025.    The ITIN is a red flag loose end-- the finance officer could not say if it is with the IRS under my name and my SSN, only that it was with the account for the loan which has a different SSN and DOB from mine.  I checked my credit reports with the 3 main bureaus, there is nothing about the loan and my credit score is fine.  I went ahead and froze my credit reports.    What the finance company will do next, I do not know, or if they sent the 1099 to the IRS,and if they did whether the IRS will kick it back or whatever they do.  I take your advice to not file it with 2025 taxes.   I may separately follow up with the IRS about the ITIN, it seems inconspicuous enough just to see if I have one.  If I do, then I'll file the identity theft affidavit to get me disconnected from that tax number.   Thanks again!

This should be available mid-February.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

El reembolso depende de muchas cosas, depende del tipo de ingreso que recibiste, de tu estado civil, de si tienes o no dependientes y sus edades.  La mejor forma de que puedes tener un estimado de tu reembolso seria utilizando la Calculadora de Impuestos de TurboTax.  

There are a couple ways to do this.    Sign in to the Intuit Account Manager. Select Data privacy from the left-side menu. Look for "Data used for Intuit products" or "Personalized experiences." If your consent is listed there, you can toggle it off.   Or you do this by contacting Intuit’s privacy team. Send them an email saying: "I am revoking my consent for Intuit to use or disclose my tax return information for any purpose other than the preparation and filing of my 2025 tax return." You can send this to: privacy@intuit.com

If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update.   Reboot your device.   Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information.   Clear cache and cookies     If you are still having trouble, you might also try these steps:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer.   If you have tried ALL of the troubleshooting steps and the issue is still not resolved:   See this help article for instructions on how to contact TurboTax customer support depending on which product you are using. @eeterrific  @gonzaldp1     

Para poder hacer una enmienda del 2023 que presentaste usando TurboTax, primero necesitas usar la misma cuenta de TurboTax que usaste para presentar la declaración original.  Ya que comiences la enmienda, asegúrate de que solo hagas los cambios necesarios, en tu caso sería solo cambiar tu estado civil de Soltero a Cabeza de familia.  El programa solo refleja el cambio en el reembolso o en el balance.  Vas a tener que enviar la declaración por correo, no la podrás hacer electrónicamente.     Abre tu cuenta de TurboTax En la pantalla Página de inicio, ve a Tus declaraciones de impuestos y documentos  Selecciona el año que quieres enmendar Selecciona el menú desplegable Enmendar (modificar) declaración Ve a Enmendar usando TurboTax Online El programa te guiará para que hagas los cambios necesarios ¿Cómo enmiendo mi declaración de impuestos federales de un año anterior?

When entering your Form 1099-R, the state in Box 15 is not a required field if there is nothing in Box 14 and 16.   Texas has no state income tax.    Other states with no state income tax are likely "missing" from the dropdown state list, too.   If there is something in Box 14 and 16, then why?